Client Service Administrator

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at

As an applicant, please verify the legitimacy of this job advert on our company career page

To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries

• Matric or relevant qualification.
• 2 Years Employee Benefits Experience.
• Knowledge of Section 37C of the Pension Funds Act and the associated legal and regulatory framework.
• Experience in preparing documents and presenting to trustees is an advantage.

• Administer the processing of Section 37C claims, including verifying claimants’ information, compiling necessary documentation, and ensuring the claims are processed accurately and promptly.
• Engage with clients and/or intermediaries in a professional manner to resolve all client queries within the Service Level Agreement and quality standards.
• Take ownership of complaints and ensure they are resolved timeously and effectively.
• Provide clients with the relevant information and documentation as required in line with policy guidelines.
• Capture and update client information on relevant system/s based on data received from the client.
• Accurately complete all administrative and reporting requirements within agreed time frames.
• Adhere to legislative / compliance requirements in the service process.
• Identify and report process and system failures and enhancements to improve client experience.
• Escalate client queries to the relevant department or stakeholder.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Collaborate and partner with team members in order to drive and support effective teamwork.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

• Planning and organising.
• Accountability.
• Customer orientation.
• Attention to detail.
• Good communication skills.
• Good attention to detail.
• Teamwork.